Automatic movement sync
Movements arrive hourly and whenever you click Pull Now. Bank accounts link to your account cards in the system automatically by IBAN.
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Module Detail
Add-onBank Integration
Bank Integration pulls the movements on your bank accounts regularly through open banking and collects them in the Bank Inbox. Movements wait there before they are posted; the system suggests customer, internal transfer and bank-fee matches and turns them into the right voucher once you approve. Downloading statements, importing them by hand and checking line by line are no longer needed.
Key capabilities
Bank Inbox
Every movement waits in the inbox first. Review it before posting and resolve unmatched lines by choosing the customer or target account.
Automatic matching
Customer collections and payments, transfers between your own accounts and bank fees are matched automatically using the counterparty IBAN and your rules.
The right voucher every time
Incoming money is recorded as a collection, outgoing money as a payment, transfers between accounts as a transfer voucher, and bank fees as an expense voucher.
Reconciliation rules that learn
Teach a rule while resolving a movement and similar movements match on their own next time; add the counterparty IBAN to the customer card in one step.
Secure connection with your own account
The connection uses your organization's open banking (Obifin) account; credentials are stored encrypted on the server and your organization manages bank authorizations. Packages scale by IBAN count and monthly movement volume.
Want to see this module live?
We'll walk through the module with your own data in a free 30-minute demo. Typical onboarding takes 1-2 weeks.
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